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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,799 | $211,239-49.0% | $178,528-39.6% | $145,877-26.1% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 6.37% | 30.22%-23.9pp | 27.11%-20.7pp | 551.28%-544.9pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,500 | $6,963-6.6% | $6,278+3.5% | $6,691-2.8% |
| Admin fee / account holder | $15,068 | $12,095+24.6% | $10,419+44.6% | $13,402+12.4% |